Group 1: Revenue Composition - The revenue composition of the company consists of micro-electroacoustic products and audio products in a ratio of approximately 5:1 [5] Group 2: Customer Structure - The company's sales model is direct sales, divided into domestic and export direct sales, primarily targeting ODM manufacturers and brand manufacturers in the consumer electronics sector [6] - The top five customers are concentrated in the consumer electronics field, with the leading ODM manufacturers, Longqi Technology and Huqin Technology, accounting for nearly 20% of annual sales combined [6] Group 3: Core Competitiveness - The company maintains long-term stable relationships with major brand manufacturers and ODM manufacturers, supported by over 60 authorized patents and core technologies in product design and production processes [8] - The company has multiple fully automated assembly lines, enabling scale effects and rapid response to diverse customer orders [8] Group 4: Strategic Focus - The company is focused on deepening its core competencies in the existing electroacoustic field and has no current plans to enter other fields [9] - The company will continue to monitor market dynamics and technological developments to seek new growth points for sustainable development [9] Group 5: Industry Opportunities - The electroacoustic component manufacturing industry benefits from national industrial policy support and a well-established domestic industrial chain [10] - Emerging application scenarios, including smartphones, tablets, laptops, smart wearable devices, AR/VR, and new energy vehicles, present significant growth potential [10][11] Group 6: Order Situation - The company currently has stable orders, with all product lines being produced in an orderly manner and timely supply according to customer expectations [12] - The company is optimistic about future business development and plans to increase investment in research and market efforts to secure more quality orders [12]
豪声电子(838701) - 投资者关系活动记录表